I am the Client Relationship Manager at the Fredericksburg office for Community Financial Group and joined the team in 2013.
Before entering the financial industry, I dedicated several years to the medical field, where I discovered my passion for helping others, but realized that my aspirations lay elsewhere. This led me to finance, a field where I could not only assist others in achieving their financial goals but also enhance my own financial literacy. Over the past decade, I have found great fulfillment in this industry and earned my Chartered Leadership Fellow (CLF) designation from The American College of Financial Services in 2023.
As the Client Relationship Manager, I have the privilege of welcoming new clients and preparing our advisors for annual meetings with our existing clients. I love that I can be a part of not only setting people on the right path to their financial goals, but also helping them continue to maintain their financial plans. I truly enjoy working with our clients and building relationships with them every time they call in or come to the office.
A lifelong resident of Virginia, I enjoy a fulfilling life with my husband and our son. Our family bonds over playing board games, video games, or really, any game (where I often emerge victorious)! We also cherish time spent with our large extended family and share a love for travel and cooking.